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GHE LLC’s Wells Fargo WFC Stock Holding History

GHE LLC’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,028
Closed -$217K – 53
2025
Q1 		$217K Buy
3,028
+510
+20% +$38.3K 0.1% 54
2024
Q4 		$177K Hold
2,518
– – 0.07% 55
2024
Q3 		$435K Sell
2,518
-5,185
-67% -$293K 0.16% 46
2024
Q2 		$457K Sell
7,703
-30
-0.4% -$1.77K 0.18% 42
2024
Q1 		$448K Hold
7,733
– – 0.21% 43
2023
Q4 		$381K Sell
7,733
-100
-1% -$4.32K 0.23% 43
2023
Q3 		$320K Buy
7,833
+1,043
+15% +$45K 0.22% 48
2023
Q2 		$231K Sell
6,790
-1,133
-14% -$45.6K 0.15% 52
2023
Q1 		$296K Hold
7,923
– – 0.23% 47
2022
Q4 		$327K Hold
7,923
– – 0.31% 47
2022
Q3 		$319K Buy
7,923
+2,160
+37% +$92.8K 0.34% 47
2022
Q2 		$279K Sell
5,763
-1,150
-17% -$50.5K 0.31% 41
2022
Q1 		$335K Hold
6,913
– – 0.28% 46
2021
Q4 		$332K Buy
+6,913
New +$340K 0.25% 48

Other funds holding WFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

GHE LLC's WFC Position: Q2 2025 in Review

GHE LLC sold out of Wells Fargo (WFC) in Q2 2025, closing a stake of 3,028 shares — an estimated $217K sold.

GHE LLC first reported a position in WFC in Q4 2021 and held it in 14 quarters. The position peaked at $457K in Q2 2024. 2,627 funds tracked by Wall St. Rank hold WFC as of Q2 2025.

  • GHE LLC reported no remaining Wells Fargo position as of Q2 2025 after selling out during the quarter.
  • GHE LLC sold 3,028 Wells Fargo shares in Q2 2025, an estimated $217K.
  • GHE LLC first reported a position in Wells Fargo in Q4 2021 and held it in 14 quarters.
  • GHE LLC's Wells Fargo position peaked at $457K in Q2 2024.
  • 2,627 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2025.

Based on GHE LLC's 13F filing for Q2 2025, filed 5 Sep 2025.